Private Banking & Wealth Management Associate

Barclays UK; Greater London; On-site; GBP 45,000 - 70,000; Full time

Job summary

A leading financial institution in London is searching for a Private Banking & Wealth Management Executive. In this role, you will assist Private Bankers in managing client portfolios and ensuring high-quality client service and satisfaction. The ideal candidate will possess strong banking knowledge, exceptional communication skills, and experience building relationships with clients. This position offers an opportunity to work in a dynamic environment with a focus on client relationship management and operational effectiveness.

Qualifications

• Experience with operational procedures and risk management.
• Proven ability to manage client relationships.
• Demonstrated capability to adapt to fast-paced environments.

Responsibilities

• Assist Private Banker/Wealth Manager in managing client portfolios.
• Coordinate schedules and communications for relationship managers.
• Process transactions and manage expense reports.

Skills

Sound knowledge of banking

Experience in managing client relationship

Strong interpersonal and communication skills

Ability to demonstrate integrity

Excellent organisational skills

Technically minded with strong PC skills

Good communicator

1 European Language or Russian, Hebrew, Turkish, Arabic

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

A leading financial institution in London is searching for a Private Banking & Wealth Management Executive. In this role, you will assist Private Bankers in managing client portfolios and ensuring high-quality client service and satisfaction. The ideal candidate will possess strong banking knowledge, exceptional communication skills, and experience building relationships with clients. This position offers an opportunity to work in a dynamic environment with a focus on client relationship management and operational effectiveness.